T
TWLO icon

TOBAM’s Twilio TWLO Stock Holding History

TOBAM’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$188K Sell
910
-7,536
-89% -$1.34M 0.05% 196
2026
Q1 		$1.06M Sell
8,446
-2,071
-20% -$255K 0.28% 86
2025
Q4 		$1.5M Buy
10,517
+3,898
+59% +$483K 0.37% 71
2025
Q3 		$662K Buy
6,619
+3,355
+103% +$378K 0.24% 82
2025
Q2 		$406K Sell
3,264
-8,457
-72% -$899K 0.16% 89
2025
Q1 		$1.15M Sell
11,721
-7,224
-38% -$856K 0.49% 64
2024
Q4 		$2.05M Sell
18,945
-2,700
-12% -$247K 0.63% 57
2024
Q3 		$1.41M Buy
21,645
+15,346
+244% +$918K 0.26% 75
2024
Q2 		$358K Sell
6,299
-1,791
-22% -$106K 0.06% 136
2024
Q1 		$495K Buy
8,090
+7,314
+943% +$482K 0.04% 143
2023
Q4 		$59K Sell
776
-5,058
-87% -$315K 0.01% 334
2023
Q3 		$341K Sell
5,834
-7,508
-56% -$468K 0.03% 155
2023
Q2 		$849K Buy
+13,342
New +$787K 0.06% 115
2023
Q1 		– Sell
-546
Closed -$27K – 421
2022
Q4 		$27K Hold
546
– – ﹤0.01% 388
2022
Q3 		$38K Sell
546
-2,204
-80% -$176K ﹤0.01% 385
2022
Q2 		$230K Hold
2,750
– – 0.01% 225
2022
Q1 		$453K Buy
2,750
+300
+12% +$54.7K 0.02% 178
2021
Q4 		$645K Sell
2,450
-343
-12% -$103K 0.03% 137
2021
Q3 		$891K Sell
2,793
-470
-14% -$171K 0.04% 122
2021
Q2 		$1.29M Sell
3,263
-373
-10% -$129K 0.05% 119
2021
Q1 		$1.24M Sell
3,636
-16,734
-82% -$6.27M 0.05% 116
2020
Q4 		$6.89M Buy
20,370
+3,621
+22% +$1.13M 0.31% 81
2020
Q3 		$4.14M Sell
16,749
-15,026
-47% -$3.7M 0.21% 86
2020
Q2 		$6.97M Buy
+31,775
New +$5.1M 0.45% 59

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TOBAM's TWLO Position: Q2 2026 in Review

TOBAM reduced its Twilio (TWLO) stake by 89% in Q2 2026, selling an estimated $1.34M and leaving 910 shares worth $188K. The position accounts for 0.05% of the portfolio, ranked #196.

TOBAM first reported a position in TWLO in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.97M in Q2 2020. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • TOBAM held 910 shares of Twilio worth $188K as of Q2 2026.
  • TOBAM sold 7,536 Twilio shares in Q2 2026, an estimated $1.34M.
  • Twilio made up 0.05% of TOBAM's portfolio in Q2 2026, its #196 holding.
  • TOBAM first reported a position in Twilio in Q2 2020 and has held it in 24 quarters since.
  • TOBAM's Twilio position peaked at $6.97M in Q2 2020.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.